See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,208 | $165,335-86.6% | $149,696-85.2% | $158,922-86.0% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 23.09% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,097 | $5,103-58.9% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $3,520 | $7,181-51.0% | $6,842-48.5% | $5,982-41.2% |
| Admin fee / account holder | $538 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |